Stuart Daniel

from Seneca House Advisors
SEC regulated
Regulated Investment Advisor
Stuart Daniel is a financial advisor based in Virginia, Richmond, with 35 years of experience. Stuart currently works for Seneca House Advisors. Stuart maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Stuart Daniel works at Seneca House Advisors
Seneca House Advisors is a financial advisory firm based in Richmond, Virginia. It currently has approximately $336,904,906 of assets under management and employs about 8 people. Seneca House Advisors uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees, performance-based fees and percentage of retirement plan assets under advisement.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
26 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees, performance-based fees and percentage of retirement plan assets under advisement
Office location
5609 Patterson Ave, Suite B, Richmond, Virginia, 23226

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